IVZ$24.66
$24.59
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Powered by LiveAIOverall Analysis
BuyInvesco Ltd. presents a compelling investment opportunity driven by strong fundamental performance and a steady dividend payout. While technical indicators suggest some short-term caution, the overall outlook remains positive, supported by its solid position in the asset management industry.
Thematic
As a major player in asset management, Invesco benefits from themes like growing global wealth and the increasing demand for diversified investment products. However, it faces headwinds from increasing competition and the shift towards passive investing and lower-fee products.
Fundamental
Invesco demonstrates robust profitability, a solid balance sheet, and consistent free cash flow generation. Its valuation metrics are attractive relative to its earnings, and the company consistently returns capital to shareholders through dividends.
Technical
The stock is in a longer-term uptrend, trading above key moving averages. However, current momentum indicators suggest it may be approaching overbought levels, hinting at potential short-term consolidation or a slight pullback.
| Factor | Score |
|---|---|
| Global Wealth Growth | 75 |
| Shift to Passive Investing | 45 |
| Digital Transformation in Finance | 60 |
| ESG Investing Demand | 70 |
| Regulatory Landscape | 55 |
| Factor | Score |
|---|---|
| Valuation | 80 |
| Profitability | 85 |
| Growth | 70 |
| Balance Sheet Health | 75 |
| Cash Flow | 88 |
| Dividend | 90 |
| Factor | Score |
|---|---|
| Trend Analysis | 80 |
| Momentum | 60 |
| Volume Confirmation | 70 |
| Support & Resistance | 70 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Consistent EPS Beat
Invesco Ltd. has exceeded earnings per share (EPS) estimates in 10 out of the last 12 quarters, indicating consistent operational efficiency and effective cost management.
Strengthening Cash Position
Cash and cash equivalents have increased from $1.43 billion in Q4 2022 to $1.50 billion in Q4 2024, demonstrating improved liquidity and financial flexibility.
Bearish Points (7)
Elevated Quarterly P/S Ratio
The latest quarterly Price-to-Sales (P/S) ratio of 4.8 is significantly higher than the annual P/S ratio of 1.3 for 2024, suggesting a potential premium valuation based on short-term sales.
Slowing Revenue Growth YoY
While annual revenue grew from 2023 to 2024, the quarterly revenue growth shows a mixed trend, with Q4 2024 at $1.59 billion compared to $1.48 billion in Q4 2023 (approximately 7.4% growth), which could indicate a slowing pace compared to previous periods.
Calendar
June 2025
3
Next Dividend Date
July 2025
22
Next Earnings Date
H: $0.51
A: $0.47
L: $0.44
H: 1.17B
A: 1.16B
L: 1.15B
August 2025
14
Ex-Dividend Date
Profile
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Seasonals
Price Target
22.88 USD
The 39 analysts offering 1 year price forecasts for IVZ have a max estimate of 29.00 and a min estimate of 17.50.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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